One of my favorite client stories of all time took place about five years ago. My client, Gretchen, was 97 years old, had a driver’s license for 75 years, and got into her very first car accident. She was driving a friend to church and ran into a parked car. The very...
Jacob Stein discusses what happens to U.S. assets of foreign investors when they gift them to their family. The U.S. imposes gift taxes and estate taxes on the transfer of assets. As a foreign investor, will these taxes apply? FOLLOW US ON LINKEDIN SEE...
Michelle Lerman, Esq. and Jacob Stein, Esq. discuss the changes in Asset Protection and Estate Planning brought about by the 2017 tax law in this one-hour webcast. FOLLOW US ON LINKEDIN SEE MORE ALIANT...
There are a lot of people who have amassed a considerable amount of money during their life. Whether it is from a family inheritance, owning a successful company, having a high paying job, been fortunate with their personal investments, etc. Irrespective of how they...
